Atticus Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atticus Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,364	Closed	-$229K	–	203
2025 Q4	$229K	Sell	5,364 -112	-2%	-$4.96K	0.06%	186
2025 Q3	$239K	Buy	5,476 +114	+2%	+$4.82K	0.06%	188
2025 Q2	$219K	Buy	5,362 +80	+2%	+$3.19K	0.06%	158
2025 Q1	$208K	Sell	5,282 -1,056	-17%	-$41.3K	0.07%	115
2024 Q4	$240K	Sell	6,338 -750	-11%	-$29.8K	0.07%	106
2024 Q3	$286K	Buy	7,088 +1,114	+19%	+$41.3K	0.09%	101
2024 Q2	$204K	Buy	5,974 +2,160	+57%	+$74.2K	0.07%	113
2024 Q1	$125K	Buy	3,814 +6	+0.2%	+$187	0.04%	147
2023 Q4	$121K	Buy	3,808 +26	+0.7%	+$795	0.04%	149
2023 Q3	$111K	Sell	3,782 -46	-1%	-$1.48K	0.04%	165
2023 Q2	$125K	Sell	3,828 -1,244	-25%	-$41.9K	0.05%	161
2023 Q1	$172K	Sell	5,072 -13,374	-73%	-$453K	0.07%	141
2022 Q4	$650K	Buy	18,446 +1,658	+10%	+$56.4K	0.27%	67
2022 Q3	$589K	Hold	16,788	–	–	0.28%	49
2022 Q2	$589K	Sell	16,788 -20,204	-55%	-$731K	0.24%	61
2022 Q1	$1.38M	Buy	36,992 +1,898	+5%	+$65.8K	0.5%	39
2021 Q4	$1.26M	Buy	35,094 +24,952	+246%	+$842K	0.49%	37
2021 Q3	$324K	Buy	10,142 +1,000	+11%	+$33.4K	0.14%	81
2021 Q2	$289K	Buy	9,142 +322	+4%	+$10.5K	0.13%	92
2021 Q1	$283K	Buy	8,820 +2,756	+45%	+$85.5K	0.13%	90
2020 Q4	$190K	Buy	6,064 +928	+18%	+$29.4K	0.1%	101
2020 Q3	$152K	Sell	5,136 -8,452	-62%	-$251K	0.09%	102
2020 Q2	$383K	Buy	13,588 +9,390	+224%	+$271K	0.25%	59
2020 Q1	$116K	Buy	4,198 +2,728	+186%	+$87.2K	0.09%	109
2019 Q4	$47K	Buy	+1,470	New	+$46.7K	0.03%	185

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Atticus Wealth Management's XLU Position: Q1 2026 in Review

Atticus Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 5,364 shares — an estimated $229K sold.

Atticus Wealth Management first reported a position in XLU in Q4 2019 and held it in 25 quarters. The position peaked at $1.38M in Q1 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Atticus Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Atticus Wealth Management sold 5,364 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $229K.
Atticus Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 25 quarters.
Atticus Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.38M in Q1 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.